Private Wealth and Trust Disputes Notes

In the matter of the Arpettaz Settlement [2020] JRC 161

Should the trustee of an offshore trust involve itself in proceedings concerning the trust that take place onshore?  The received wisdom is that an …

Private Wealth & Charities Podcast EP11: Trust Companies Survey – Anti-Money Laundering

Private Wealth & Charities Podcast EP10: Trust Companies Survey – Cyber security

Private Wealth & Charities Podcast EP9: Trust Companies Survey – Tax

Private Wealth & Charities EP8: Trust Companies Survey – Data protection

Private Wealth & Charities podcast EP7: Trust Companies Survey – Reputational Risk

Private Wealth & Charities EP6: Trust Companies Survey – Beneficiary disputes

Herbert Smith Freehills launches major new trust companies survey

We have launched our annual survey to map the major risk and compliance issues facing trust companies. We are looking to identify the key trends in the …

English Court of Appeal endorses High Court approach to determining interest rate applicable to equitable compensation payment arising out of breach of fiduciary duty

In the recent decision of Watson v Kea Investments Ltd [2019] EWCA Civ 1759 the English Court of Appeal endorsed the approach taken by the High Court in …

English High Court considers scope of beneficiaries right to request information from trustees

In the recent case of Lewis v Tamplin ([2018] EWHC 777 Ch) the London High Court was asked to exercise its jurisdiction to supervise trustees in the …

Supreme Court considers limitation defence where directors have benefited from breach of fiduciary duty

The UK Supreme Court has recently considered section 21(3) of the Limitation Act 1980 which provides or a six-year limitation period for actions by a …

London High Court considers trustee decision-making processes

The High Court of England and Wales has provided useful guidance for trustees generally as to the scope of their powers and the manner in which they may …